Security & enablement

Governance & Training

Access is granted by Entra ID group membership, every privileged view is logged, and staff at any technical level have a recorded training path.

Authentication

Microsoft Entra ID SSO + MFA

Data protection

HIPAA safeguards under county BAA

Auditability

All PHI views logged and retained

Role-based access matrix

Row-level security in the semantic model enforces these rules — the interface never relies on hidden UI alone.

Role	Data scope	PHI access	Exports	Notes
Executive / SLT	County-wide rollups, all programs	Aggregate only	PDF, PowerPoint	No client-level drill-down
Program Manager	Assigned program, all sites	Client-level within program	Excel, CSV, PDF	Threshold configuration for own measures
Analyst	All programs, de-identified	Service-level; client-level on approval	Excel, CSV, dataset	Measure authoring, refresh monitoring
Public / Community	Published measures only	None; small cells suppressed (n<11)	PDF, CSV of published view	No login required

Audit log (sample)

Viewed client-level drill-down

Aug 24, 2026 · 09:41

l.marsden@… · Program Manager · Clinical Services · Immunization completion

Exported CSV

Aug 24, 2026 · 09:12

s.bhatt@… · Program Manager · CHA/CHIP scorecard — 4 measures

Alert dispatched

Aug 24, 2026 · 08:55

system · Automation · Harm Reduction · rural reach threshold

Changed threshold

Aug 23, 2026 · 17:30

p.nguyen@… · Program Manager · CD · 24-hour initiation 94% → 95%

Access denied

Aug 23, 2026 · 16:02

a.analyst@… · Analyst · Attempted client-level view outside assignment

Signed in via Entra ID SSO

Aug 23, 2026 · 11:20

t.ellison@… · Program Manager · MFA satisfied

Recorded training library

Self-paced modules by role and technical level, plus quarterly live office hours and an ongoing support desk.

Reading your program scorecard

All staff · Recorded video + captions

12 min

Filters, drill-downs, and privacy rules

All staff · Recorded video + job aid

18 min

Configuring thresholds and alerts

Program Manager · Recorded walkthrough

22 min

Building state and federal exports

Program Manager · Recorded video + templates

16 min

Measure authoring in the semantic model

Analyst · Hands-on lab

34 min

Refresh monitoring and pipeline triage

Analyst / Admin · Recorded video + runbook

28 min